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Sponsor portfolio

WINDOW SOLUTIONS, INC

EIN 82-2551854-Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$1.7M premiums
Participants
725
1300 S LYNNDALE DR, SUITE 2 - APPLETON, WI 54914262-522-2321
Plans on this EIN
2 filings
#002401k-$9.5M - 519 part#501Fully Insured-$1.7M - 302 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$93K
  • Short-term disability$81K
  • Other$68K
  • Long-term disability$46K
  • Vision$18K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • NETWORK HEALTH PLAN82%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • R & B INSURANCE SERVICES LLC52%
  • MIKE RUZEK24%
  • R & R INSURANCE SERVICES INC12%
  • GIS BENEFITS INC7%
  • SHAWN MANGAN3%
  • +1 more
Total $124K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WINDOW SOLUTIONS 401(K) PLAN

401k

Assets$9.5M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINDOW SOLUTIONS, INC BENEFIT PLAN

Fully Insured - NETWORK HEALTH PLAN

Premiums$1.7M
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WINDOW SOLUTIONS 401(K) PLAN401k$9.5M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINDOW SOLUTIONS, INC BENEFIT PLANFully InsuredNETWORK HEALTH PLAN$1.7M3022025
Retirement plans
Welfare plans
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